Carson Wealth (CWM LLC) Portfolio holdings
AUM
$28.4B
This Quarter Return
+5.88%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
–
10 Year Return
–
AUM
$14.2B
AUM Growth
–
Cap. Flow
+$14.2B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.29%
Holding
3,703
New
3,700
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.26% |
| 2 | Healthcare | 5.46% |
| 3 | Financials | 3.63% |
| 4 | Consumer Discretionary | 2.55% |
| 5 | Industrials | 2.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GOGL
3701
DELISTED
Golden Ocean Group
GOGL
| $0 | ﹤0.01% |
+38
| New | – |
|
3702
Gaotu Techedu
GOTU
$918M
| $0 | ﹤0.01% |
+31
| New | – |
|
3703
Greenidge Generation Holdings
GREE
$19M
| $0 | ﹤0.01% |
+28
| New | – |
|